Anthropic Signs $35B Cloud Deal With Nvidia-Backed Lambda, Nvidia to Hold Lease on Hut 8 Texas Data Center

Anthropic has signed a $35B cloud-computing agreement with Nvidia-backed Lambda to bring online additional Nvidia capacity for Claude, per WSJ. Sources say Nvidia will hold the lease on a Texas data center being built by bitcoin miner and data-center developer Hut 8 in Nueces County, where Lambda will install the Nvidia chips. The deal follows Anthropic's recent $45B Nscale contract and $10B Volta agreement as it scrambles to close a compute supply shortage.